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PFG Investments’s Truist Financial TFC Stock Holding History

PFG Investments’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
21,366
+699
+3% +$34.4K 0.04% 376
2026
Q1 		$950K Buy
20,667
+704
+4% +$34.8K 0.04% 373
2025
Q4 		$982K Sell
19,963
-929
-4% -$42.8K 0.05% 353
2025
Q3 		$955K Buy
20,892
+4,204
+25% +$190K 0.05% 343
2025
Q2 		$717K Buy
16,688
+2,893
+21% +$113K 0.04% 401
2025
Q1 		$568K Sell
13,795
-626
-4% -$27.9K 0.04% 447
2024
Q4 		$626K Buy
14,421
+499
+4% +$22.3K 0.04% 411
2024
Q3 		$595K Sell
13,922
-1,036
-7% -$43.8K 0.04% 434
2024
Q2 		$581K Buy
14,958
+174
+1% +$6.57K 0.04% 405
2024
Q1 		$576K Buy
14,784
+8,508
+136% +$311K 0.03% 474
2023
Q4 		$232K Sell
6,276
-847
-12% -$26.6K 0.04% 415
2023
Q3 		$204K Buy
+7,123
New +$219K 0.04% 454

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PFG Investments's TFC Position: Q2 2026 in Review

PFG Investments increased its Truist Financial (TFC) stake by 3.4% in Q2 2026, buying an estimated $34.4K and bringing the position to 21,366 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #376.

PFG Investments first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • PFG Investments held 21,366 shares of Truist Financial worth $1.06M as of Q2 2026.
  • PFG Investments bought 699 Truist Financial shares in Q2 2026, an estimated $34.4K.
  • Truist Financial made up 0.04% of PFG Investments's portfolio in Q2 2026, its #376 holding.
  • PFG Investments first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.